PWM
SUSB icon

Parkworth Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Parkworth Wealth Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$100K Buy
3,980
+43
+1% +$1.07K 0.07% 78
2025
Q1 		$98.4K Buy
3,937
+28
+0.7% +$695 0.08% 74
2024
Q4 		$96.5K Buy
+3,909
New +$97.1K 0.08% 70

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Parkworth Wealth Management's SUSB Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q2 2025, buying an estimated $1.07K and bringing the position to 3,980 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #78.

Parkworth Wealth Management first reported a position in SUSB in Q4 2024 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Parkworth Wealth Management held 3,980 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $100K as of Q2 2025.
  • Parkworth Wealth Management bought 43 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $1.07K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Parkworth Wealth Management's portfolio in Q2 2025, its #78 holding.
  • Parkworth Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.